VLU vs IWD

AVLU

BIWD

Measures won5–1VLU wins · of 6 · 5Y

$10,000 · 5Y$17,711VLU · IWD $17,201

Lowest cost0.12%VLU · $12 on $10k

Most income1.64%VLU · $164 on $10k

Smallest drop−6.3%VLU · worst fall in 1Y

Held in common64.8%VLU and IWD

VLU

IWD

State Street SPDR S&P 1500 Value Tilt ETF · $801MiShares Russell 1000 Value ETF · $83.3B

+22.0%3 years · per year$18,179 · $18,455+22.7%

+12.1%5 years · per year$17,711 · $17,201+11.5%

0.12%Expense ratio$12 · $18 on $10k · lower wins0.18%

1.64%12-mo yield$164 · $137 on $10k1.37%

−6.3%Worst dropSmaller wins−6.8%

10.8%VolatilityLower wins11.6%

5–1VLU wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVLU · IWD

3.2%MSFT5.3%

2.9%BRK-B2.8%

2.8%AMZN6.1%

2.2%AAPL6.0%

Held in common64.8%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AVLU	State Street SPDR S&P 1500 Value Tilt ETFRead Desk	0.12%	1.64%	−0.3%	+16.7%	+20.4%	+22.0%	+12.1%	−6.3%	$801M
2	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$83.3B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AVLU	State Street SPDR S&P 1500 Value Tilt ETFRead Desk	0.12%	1.64%	−0.3%	+16.7%	+20.4%	+22.0%	+12.1%	−6.3%	$801M
2	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$83.3B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VLU vs IWD

VLU

SPDR S&P 1500 Value Tilt

$17,711

IWD

iShares Russell 1000 Value

$17,201

MeasureVLUIWD

Fee0.12%0.18%

Cost on $10k a year$12$18

Yield1.64%1.37%

5 years, per year+12.1%+11.5%

3 years, per year+22.0%+22.7%

Worst drop · 1Y−6.3%−6.8%

Volatility · 1Y10.8%11.6%

5–1measures won
VLU first

64.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: VLU, IWD, IWF

Today

64.8%most shared, VLU and IWD

VLUIWDIWF

VLU—64.8%24.2%

IWD64.8%—18.9%

IWF24.2%18.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$152most kept, VLU

VLU$164 − $12 = $152

IWD$137 − $18 = $119

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee